Yacktman Asset Management LP

RIASEC Registered

Total AUM

$11.7B

Discretionary

$11.7B

100% of AUM

Avg account

$18.4M

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 164420
Registered since: June 15, 2012
Website: yacktman.com
Custodians: GOLDMAN SACHS & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies82.24%
HNWI11.42%
Pooled Investment Vehicles5.67%
Pension & Profit Sharing Plans0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Yacktman Asset Management LP is a limited partnership that manages capital for individuals, families and institutional clients. The firm is SEC registered (registered in 2012) and operates as a hedge-fund-style asset manager that provides portfolio management for individuals/small businesses, pooled vehicles, investment companies and other institutions. Its fee model combines percentage-of-AUM charges with performance-based fees. The firm does not describe itself as an active ESG investor.